HWM
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Howard Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Howard Wealth Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-916
Closed -$55K – 209
2019
Q4 		$55K Buy
+916
New +$52.6K 0.05% 189

Other funds holding DSI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Howard Wealth Management's DSI Position: Q1 2020 in Review

Howard Wealth Management sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2020, closing a stake of 916 shares — an estimated $55K sold.

Howard Wealth Management first reported a position in DSI in Q4 2019 and held it in 1 quarter. The position peaked at $55K in Q4 2019. 294 funds tracked by Wall St. Rank hold DSI as of Q1 2020.

  • Howard Wealth Management reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 916 iShares MSCI KLD 400 Social ETF shares in Q1 2020, an estimated $55K.
  • Howard Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $55K in Q4 2019.
  • 294 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.